Inside Sales Salesperson
NYL - West Houston Office • Houston, TX, US
Posted 1 year ago
Description
Responsibilities
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
What you'll do:
- Proactively build and maintain strong client relationships through networking, referrals, and outreach
- Meet with clients to gather and analyze financial information, goals, and risk tolerance
- Design personalized strategies for retirement planning, education funding, wealth protection, and estate planning
- Present and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment options
- Guide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goals
- Partner with fellow New York Life professionals to deliver comprehensive, holistic financial solutions
- Funnel new qualified leads into the sales pipeline by following up with each prospect via email, phone calls or other forms of communication
- Expand the clientele by finding new business opportunities within specific geographies
- Maintain the client database to make sure the sales team can access current information on all leads
- Track performance goals and key sales metrics on a monthly and quarterly basis to make sure company goals are achieved
- Qualify incoming leads so appointments are arranged as fast as possible to provide an excellent customer service experience
Qualifications
- High school diploma or GED is required, bachelor’s degree preferred
- Superb communication skills, both written and verbal, as well as interpersonal skills and time management skills
- Two years of previous sales experience
- Possess a valid U.S. driver’s license and be able to travel by car
- Understand the sales process and how to enter information into client databases
Compensation
$70,400 - $90,000/year
About NYL - West Houston Office
Founded in 1845, New York Life is the largest mutual life insurance company in the U.S. It marked its 180th anniversary in 2025.
As a Fortune 100 company, we are recognized for our financial strength, long-term stability, and commitment to client service.
We offer a full suite of life insurance and financial products to help individuals, families, and businesses reach their goals while fostering a collaborative, ethical, and growth-oriented environment for our agents and advisors.
With over 180 years of strength and stability, New York Life provides the platform. Your ambition determines how far you go.
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